See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,577 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,444 | $51,620-37.1% | $90,281-64.1% | $65,185-50.2% |
| Participation rate | 97.0% | 68.6%+28.4pp | 73.3%+23.8pp | 70.2%+26.8pp |
| Annual return | 6.28% | 24.94%-18.7pp | 78.10%-71.8pp | 29.38%-23.1pp |
| Employer contribution / active EE | $1,578 | $2,235-29.4% | $2,854-44.7% | $2,177-27.5% |
| Participant deferral / active EE | $2,378 | $2,871-17.1% | $3,885-38.8% | $3,514-32.3% |
| Admin fee / account holder | $11 | $384-97.2% | $5,351-99.8% | $847-98.7% |